← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
476	VIG Vienna Insurance Group Warsaw, Poland	$6.2M	$0	1	4.79%	Maintained
477	CF CNA Financial Chicago, Illinois	$6.14M	$0	3	1.37%	Maintained
478	Suntrust Banks Atlanta, Georgia	$6.11M	+$166K	5	0.04%	Increased
479	NC Northpointe Capital Bloomfield Hills, Michigan	$6.1M	+$277K	1	0.61%	Increased
480	SCM SOL Capital Management Rockville, Maryland	$5.98M	-$109K	1	1.8%	Reduced
481	AssetMark Inc Concord, California	$5.98M	+$786K	5	0.09%	Increased
482	KPF K2 Principal Fund Toronto, Ontario, Canada	$5.97M	+$3.23M	2	0.56%	Increased
483	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$5.89M	-$2.97M	3	0.01%	Reduced
484	DM Delphi Management Brookline, Massachusetts	$5.82M	+$309K	3	3.4%	Increased
485	Trexquant Investment Stamford, Connecticut	$5.82M	+$1M	6	0.92%	Increased
486	AM Account Management Boxford, Massachusetts	$5.73M	+$1.65M	1	6.73%	Increased
487	HHC Hutchin Hill Capital New York	$5.68M	+$3.05M	4	0.2%	Increased
488	CIC Cornercap Investment Counsel Atlanta, Georgia	$5.67M	+$1.1M	5	0.98%	Increased
489	AMAL Asset Management Advisors LLC Oklahoma City, Oklahoma	$5.64M	+$73.5K	2	5.28%	Increased
490	Hartford Investment Management Co (HIMCO) Hartford, Connecticut	$5.64M	+$42.7K	3	0.11%	Increased
491	MCM Matarin Capital Management New York	$5.63M	+$5.37M	2	0.63%	New
492	TimesSquare Capital Management New York	$5.58M	-$25.8M	1	0.04%	Reduced
493	ARM Adirondack Research & Management Guilderland, New York	$5.57M	+$269K	2	1.89%	Increased
494	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$5.57M	+$27.1K	2	0.72%	Increased
495	FPA Fieldpoint Private Advisors New York	$5.56M	-$8.71K	2	3.67%	Reduced
496	ICM Ionic Capital Management New York	$5.54M	-$584K	1	0.3%	Reduced
497	LPC Loeb Partners Corp New York	$5.51M	-$68K	2	1.87%	Reduced
498	BREA Barings Real Estate Advisers Hartford, Connecticut	$5.42M	+$5.36M	1	1.84%	New
499	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$5.41M	+$1.97M	1	0.26%	Increased
500	AB AT Bancorp Dubuque, Iowa	$5.4M	-$589K	1	0.72%	Reduced